Syndicated Loans Agency Operations Associate

S&P GlobalDallas, TX
35d$45,790 - $65,000

About The Position

The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and an understanding of complex deal mechanics. S&P Global is seeking a motivated Specialist for Agent Services to work within the team administering the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, communicating with our clients, their borrowers, and the lending syndicate members. Additional responsibilities include partnering with other S&P Global business lines to drive continued progress of the regions to support the global operating model and local client base.

Requirements

  • BA or BS or equivalent experience
  • 1 year+ of relative business experience
  • Customer relations experience
  • Strong written and verbal communication skills
  • Organized and detail-oriented
  • Analytical with good problem-solving initiative
  • Team collaboration mindset
  • Microsoft Excel experience

Nice To Haves

  • Banking or investment industry experience
  • Syndicated Loan experience

Responsibilities

  • Executing the operational requirements to manage the lifecycle events of a syndicated loan
  • Supporting more junior members of staff with any complexities within the deal/portfolio
  • Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
  • Answering client, borrower, and lender queries promptly
  • Financial analysis of deals to ensure accruals and pricing mechanics are correct
  • Management of outstanding work items in line with expected Key Performance Indicators (KPI's)
  • Ensuring a high level of accuracy to minimize operational risk within the lending portfolio

Benefits

  • Health & Wellness: Health care coverage designed for the mind and body.
  • Flexible Downtime: Generous time off helps keep you energized for your time on.
  • Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
  • Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
  • Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
  • Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Administrative and Support Services

Number of Employees

5,001-10,000 employees

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